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LFAS
Level Four Advisory Services’s
STAG Industrial
STAG
Stock Holding History
Level Four Advisory Services’s Portfolio
STAG Stock Details
STAG Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$255K
Buy
7,067
+182
+3%
+$6.9K
0.01%
762
2025
Q4
$253K
Buy
6,885
+160
+2%
+$6.07K
0.01%
737
2025
Q3
$237K
Buy
6,725
+23
+0.3%
+$820
0.01%
732
2025
Q2
$243K
Buy
6,702
+80
+1%
+$2.77K
0.01%
700
2025
Q1
$239K
Sell
6,622
-211
-3%
-$7.36K
0.01%
685
2024
Q4
$231K
Sell
6,833
-495
-7%
-$18.1K
0.01%
691
2024
Q3
$273K
Buy
7,328
+337
+5%
+$13.2K
0.01%
653
2024
Q2
$252K
Sell
6,991
-4,074
-37%
-$145K
0.01%
664
2024
Q1
$434K
Hold
11,065
–
–
0.02%
515
2023
Q4
$434K
Buy
11,065
+3,969
+56%
+$141K
0.02%
513
2023
Q3
$245K
Sell
7,096
-4,415
-38%
-$160K
0.02%
630
2023
Q2
$413K
Sell
11,511
-278
-2%
-$9.61K
0.02%
537
2023
Q1
$399K
Buy
+11,789
New
+$402K
0.03%
501
2020
Q1
–
Sell
-2,852
Closed
-$900K
–
569
2019
Q4
$900K
Buy
+2,852
New
+$87.4K
0.04%
295
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1-Year Est. Return
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$1.91T AUM
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$1.9T AUM
41.92%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
VCM
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Malvern, Pennsylvania
$4.04T AUM
N
Nuveen
Charlotte, North Carolina
$369B AUM
31.66%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
EARNEST Partners
Atlanta, Georgia
$24.3B AUM
34.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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